EIM

Essex Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 77.05%
This Quarter Est. Return
1 Year Est. Return
+77.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.87M
3
+$8.59M
4
CIEN icon
Ciena
CIEN
+$6.6M
5
TDOC icon
Teladoc Health
TDOC
+$5.8M

Top Sells

1
+$9.68M
2
+$8.32M
3
+$8.23M
4
BABA icon
Alibaba
BABA
+$7.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.14M

Sector Composition

1 Technology 22.83%
2 Healthcare 20.95%
3 Industrials 11.98%
4 Financials 8.28%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$267K 0.04%
+5,726
302
$263K 0.04%
37,022
+13,458
303
$263K 0.04%
862
-859
304
$261K 0.04%
+82,481
305
$261K 0.04%
172,837
+114,265
306
$260K 0.04%
4,319
-204
307
$260K 0.04%
+1,691
308
$258K 0.04%
+14,494
309
$258K 0.04%
+2,508
310
$254K 0.04%
+1,773
311
$253K 0.04%
7,674
312
$252K 0.04%
+3,198
313
$251K 0.04%
+39,367
314
$250K 0.04%
+4,201
315
$242K 0.04%
2,362
-113
316
$242K 0.04%
73,709
-5,500
317
$237K 0.04%
14,752
-706
318
$235K 0.04%
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319
$234K 0.04%
12,323
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320
$233K 0.04%
8,626
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321
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2,620
322
$229K 0.04%
+269,803
323
$221K 0.03%
7,097
-341
324
$220K 0.03%
2,550
-63
325
$207K 0.03%
232,040
-17,314
11 12
13
14 15